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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,049 | $78,027-50.0% | $178,528-78.1% | $80,925-51.7% |
| Participation rate | 56.4% | 65.7%-9.3pp | 77.1%-20.7pp | 67.7%-11.2pp |
| Annual return | 17.33% | 18.09%-0.8pp | 27.11%-9.8pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,435 | $2,281-37.1% | $3,950-63.7% | $2,756-47.9% |
| Participant deferral / active EE | $3,560 | $4,408-19.2% | $6,278-43.3% | $4,299-17.2% |
| Admin fee / account holder | $2,917 | $7,168-59.3% | $10,419-72.0% | $6,940-58.0% |